+140.1%
SPXL vs BEN
+40.0%
+100.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +0.2% |
| 7D | -1.3% | +3.4% | -4.7% | -4.7% |
| 30D | -5.0% | +1.8% | -6.8% | -6.9% |
| 3M | +7.6% | +8.4% | -0.8% | -1.5% |
| 6M | +33.6% | +35.6% | -2.0% | -3.9% |
| YTD | +28.1% | +46.4% | -18.3% | -15.5% |
| 1Y | +43.6% | +46.3% | -2.7% | -5.8% |
| 3Y | +225.8% | +54.6% | +171.2% | +89.4% |
| 5Y | +140.1% | +39.4% | +100.7% | +58.4% |
| All | +140.1% | +40.0% | +100.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling